-4.4%
APO vs PCOR
+4.0%
-8.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +19.7% | -11.6% | +4.2% |
| 7D | +8.2% | +21.8% | -13.6% | +4.0% |
| 30D | +6.4% | +39.5% | -33.1% | -0.1% |
| 3M | -7.4% | +35.2% | -42.7% | -12.7% |
| 6M | -4.2% | +21.7% | -25.9% | -6.7% |
| YTD | -14.1% | +3.9% | -18.1% | -17.8% |
| 1Y | -4.4% | +6.9% | -11.3% | -8.3% |
| All | -4.4% | +4.0% | -8.4% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PCOR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling